| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON7+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $479,818 |
MORNEAU SHEPELL2 years Service code 15 · EIN 52-1883918 | Recordkeeping | $471,663 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $110,878 |
AON CONSULTING6 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $99,516 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $58,748 |
ERNST & YOUNG LLP7+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $32,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $2,286,405-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 10.5%-10.5pp | 3.7%-3.7pp |
| Annual return | 1.01% | 15.63%-14.6pp | 4.92%-3.9pp | 15.63%-14.6pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $39,114-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $79-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $0 | $429-100.0% |